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Basepoint Wealth’s Kovitz Core Equity ETF EQTY Stock Holding History

Basepoint Wealth’s Portfolio EQTY Stock Details EQTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$64.7K Buy
2,543
+1
+0% +$27 0.04% 189
2025
Q4 		$68.6K Buy
+2,542
New +$66.7K 0.04% 170

Other funds holding EQTY

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Basepoint Wealth's EQTY Position: Q1 2026 in Review

Basepoint Wealth increased its Kovitz Core Equity ETF (EQTY) stake by 0.04% in Q1 2026, buying an estimated $27 and bringing the position to 2,543 shares worth $64.7K. The position accounts for 0.04% of the portfolio, ranked #189.

Basepoint Wealth first reported a position in EQTY in Q4 2025 and has held it in 2 quarters since. The position peaked at $68.6K in Q4 2025. 19 funds tracked by Wall St. Rank hold EQTY as of Q1 2026.

  • Basepoint Wealth held 2,543 shares of Kovitz Core Equity ETF worth $64.7K as of Q1 2026.
  • Basepoint Wealth bought 1 Kovitz Core Equity ETF share in Q1 2026, an estimated $27.
  • Kovitz Core Equity ETF made up 0.04% of Basepoint Wealth's portfolio in Q1 2026, its #189 holding.
  • Basepoint Wealth first reported a position in Kovitz Core Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's Kovitz Core Equity ETF position peaked at $68.6K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.